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Essential Partners’s Merit Medical Systems MMSI Stock Holding History

Essential Partners’s Portfolio MMSI Stock Details MMSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.71K Buy
68
+60
+750% +$3.96K ﹤0.01% 1570
2026
Q1 		$551 Sell
8
-9
-53% -$703 ﹤0.01% 2402
2025
Q4 		$1.5K Buy
17
+5
+42% +$426 ﹤0.01% 1899
2025
Q3 		$999 Buy
12
+10
+500% +$871 ﹤0.01% 2021
2025
Q2 		$187 Buy
+2
New +$190 ﹤0.01% 1961

Other funds holding MMSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Essential Partners's MMSI Position: Q2 2026 in Review

Essential Partners increased its Merit Medical Systems (MMSI) stake by 750% in Q2 2026, buying an estimated $3.96K and bringing the position to 68 shares worth $4.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1570.

Essential Partners first reported a position in MMSI in Q2 2025 and has held it in 5 quarters since. 405 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Essential Partners held 68 shares of Merit Medical Systems worth $4.71K as of Q2 2026.
  • Essential Partners bought 60 Merit Medical Systems shares in Q2 2026, an estimated $3.96K.
  • Merit Medical Systems made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1570 holding.
  • Essential Partners first reported a position in Merit Medical Systems in Q2 2025 and has held it in 5 quarters since.
  • 405 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.